There’s been far too much leniency given to management here
The resource, the jurisdiction and the macro thematics have all been supportive
In turn, there’s been a board and MD who have been too hesitant to take on risk and be nimble
You want to be positioned such that when the next move comes you are producing not still developing
And yet alas we may be lucky to get to FID by the time the next run hits
Mining development takes animal spirits and a high risk appetite. I haven’t seen any of that here
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